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Stifel Nicolaus & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stifel Nicolaus & Co’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.07M Sell
25,755
-183,065
-88% -$14.7M 0.03% 449
2013
Q2 		$16.7M Buy
+208,820
New +$16.9M 0.3% 92

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EFM
Equinox Fund Management Denver, Colorado $187M AUM 0.08% 1-Year Est. Return

Stifel Nicolaus & Co's BSV Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Vanguard Short-Term Bond ETF (BSV) stake by 88% in Q3 2013, selling an estimated $14.7M and leaving 25,755 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #449.

Stifel Nicolaus & Co first reported a position in BSV in Q2 2013 and has held it in 2 quarters since. The position peaked at $16.7M in Q2 2013. 301 funds tracked by Wall St. Rank hold BSV as of Q3 2013.

  • Stifel Nicolaus & Co held 25,755 shares of Vanguard Short-Term Bond ETF worth $2.07M as of Q3 2013.
  • Stifel Nicolaus & Co sold 183,065 Vanguard Short-Term Bond ETF shares in Q3 2013, an estimated $14.7M.
  • Vanguard Short-Term Bond ETF made up 0.03% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #449 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Vanguard Short-Term Bond ETF position peaked at $16.7M in Q2 2013.
  • 301 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.